The earnings call reflects a strong financial performance with significant revenue and operating income growth, driven by advancements in AI engagement and ad revenue. However, the company faces increased expenses, a substantial operating loss in Reality Labs, regulatory challenges in the EU, and high capital expenditures, which could impact future profitability.
Company Guidance
During Meta's second-quarter 2025 earnings call, the company provided a comprehensive outlook on its financial performance and strategic focus areas. Total revenue for the quarter reached $47.5 billion, marking a 22% increase year-over-year. Total expenses rose by 12% to $27.1 billion, with significant investments in AI and infrastructure. Meta's operating income was reported at $20.4 billion, yielding a 43% operating margin. The company highlighted substantial progress in AI, with improvements in ad conversions on Instagram and Facebook by 5% and 3%, respectively. Engagement metrics showed a 5% increase in time spent on Facebook and 6% on Instagram. Meta's AI initiatives, including the development of superintelligence, remain a central focus, supported by extensive infrastructure investments, such as the upcoming Prometheus and Hyperion clusters. Looking forward, Meta expects third-quarter revenue between $47.5 billion and $50.5 billion, with full-year expenses projected to range from $114 billion to $118 billion. Capital expenditures for 2025 are anticipated to be between $66 billion and $72 billion, with a significant emphasis on enhancing AI capabilities.
Strong Revenue Growth
Q2 total revenue was $47.5 billion, up 22% year-over-year on both a reported and constant currency basis.
Significant Operating Income
Second quarter operating income was $20.4 billion, representing a 43% operating margin.
Ad Revenue Increase
Q2 Family of Apps ad revenue was $46.6 billion, up 21% year-over-year.
AI-driven Engagement Growth
Advancements in recommendation systems led to a 5% increase in time spent on Facebook and 6% on Instagram.
Strong Cash Position
Meta ended the quarter with $47.1 billion in cash and marketable securities.
Meta Platforms (META) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
META Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Jul 30, 2025
$695.21
$773.44
+11.25%
Apr 30, 2025
$548.58
$571.77
+4.23%
Jan 29, 2025
$675.37
$685.86
+1.55%
Oct 30, 2024
$590.34
$566.18
-4.09%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Meta Platforms, Inc. (META) report earnings?
Meta Platforms, Inc. (META) is schdueled to report earning on Oct 22, 2025, After Close (Confirmed).
What is Meta Platforms, Inc. (META) earnings time?
Meta Platforms, Inc. (META) earnings time is at Oct 22, 2025, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.